Filed August 7, 2006
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $288,100 | $171,865+67.6% | $149,718+92.4% | $147,584+95.2% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.50% | 2113.22%-2088.7pp | 1501.63%-1477.1pp | 578.55%-554.0pp |
| Employer contribution / active EE | $3,534 | $6,275-43.7% | $5,445-35.1% | $4,876-27.5% |
| Participant deferral / active EE | $8,172 | $7,271+12.4% | $6,569+24.4% | $5,439+50.3% |
| Admin fee / account holder | $22,868 | $13,799+65.7% | $11,283+102.7% | $10,885+110.1% |